WIP
Job costing & over/under billing
I'm a CPA and EA who spent years on the tools as a journeyman electrician before I ever touched a tax return. I build the job costing, WIP, and reporting that tell you — job by job, crew by crew — where you're actually making money and where you're bleeding it.
Specialty-trade and residential builders, custom home builders, and site & civil contractors. The CPA who scopes your work is the one who does it and signs the return.
Western North Carolina · Highlands · Cashiers · Franklin · Asheville · Remote across the Southeast
Before I was a CPA, I was a journeyman electrician and an Infantry Marine. I've pulled wire, run work, and dealt with the same field-versus-office gap you live in every day. That's why my reporting ties to the jobsite — the numbers mean something to the people actually running the work, not just to the IRS.
More about the firm →A generalist CPA sees a tax return. I see your jobs, your crews, and your margins.
Progress billings, retainage, change orders, and the WIP schedule underneath it all — your books have moving parts a general accountant misses. The core work is clean job costing and knowing, in real time, which jobs are profitable.
Clean job costing, WIP schedules, and over/under-billing tracking, so you know which jobs are making money.
Learn more →02 / SystemsThe right software, set up the right way for construction, including platform migrations and workflows that keep your books in sync with the field.
Learn more →03 / AdvisoryDecision-ready reporting, cash-flow forecasting, and the ongoing advisory support growing contractors need.
Learn more →04 / AssuranceReview, compilation, and agreed-upon procedure engagements that satisfy your surety and your bank.
Learn more →05 / TaxProactive, year-round planning that fits how your contracts recognize revenue, not reactive compliance.
Learn more →06 / ValuationValuation support for succession planning, ownership transitions, internal planning, and transactions.
Learn more →07 / CleanupResolve historical accounting issues, strengthen reporting, and restore financial clarity.
Learn more →08 / OwnerPersonal financial statements, exit and succession planning, and coordination with your financial planner, so the business you built turns into the retirement and legacy you want.
Learn more →Revenue you've earned but haven't billed. Costs sitting on the books for jobs that won't close for months. Retainage you won't see for a year. Construction accounting is its own discipline, and it's the one I practice.
Costs tracked at the job level, a WIP schedule that ties out, and reporting that shows where a job stands while you can still do something about it.
The CPA who scopes your engagement is the one who does the work and signs the return. No handoffs, no learning curve on your account.
When you're ready to bond, or grow into needing it, I speak surety: WIP schedules, earned-vs-billed, and the fade analysis an underwriter actually reads. Most of my clients aren't bonded. That I can take you there is a sign your numbers are kept to a standard most contractors never reach.
Tax and cash-flow decisions happen mid-project. I plan in real time, not in hindsight.
Practical writing on construction accounting, tax, and bonding. The same guidance I'd give a client across the table.
A contractor-first comparison of five payroll platforms, from construction-native systems to budget generalists, with pricing as of September 2026 and a decision framework built around the work North Carolina contractors actually bid.
The wage on the paycheck is not what an hour costs you. Here's every component of labor burden, the denominator almost everyone gets wrong, and a worked example that turns a $32 wage into $53 of real cost.
If your jobs open and close the same day, percentage-of-completion and WIP schedules do not apply to you. Here is what replaces them, and where service shops actually lose money.